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Thread: New to Sugar,need help exporting data

  1. #1
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    Default New to Sugar,need help exporting data

    I am new to sugar and need a ton of help. Most pressing is my need to export every single customer/potential customer to an excel spreadsheet. I have googled it and I am not seeing the same things on my screen that the "instructions" are saying. Any help would be appreciated. Thanks -JB

  2. #2
    raulisea is offline Junior Member
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    Default Re: New to Sugar,need help exporting data

    You need to install Kinamu reporter

    SugarForge: KINAMU Reporter: Project Info

    You will need to install the follwing

    KINAMUBasePackage V 1 0.zip
    KReporterBasic V 2 6 1.zip

    through admin --> module loader

    Then you can start designing your reports, generate them and export them to excel

    PD: read the tutorial

  3. #3
    osscube's Avatar
    osscube is offline Sugar Community Member
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    Default Re: New to Sugar,need help exporting data

    Hello,

    You can easily Export customers out of SugarCRM into a CSV file by simple steps:
    1. Go to Accounts list view
    2. Select the accounts you want to export by clicking check boxes or Select All
    3. Click on "Actions" where there would be a link for "Export". It would export a CSV file on your computer.


    Before Exporting the Accounts, you may filter accounts on the parameters/fields and search the complete accounts to export specific customers. To add a new search criteria, you can go into "Studio" on Administrator page and do following:
    1. Click Studio under Developer Tools
    2. Select Account
    3. Select Layouts
    4. Select Search then Basic or Advanced Search
    5. Drag and drop the fields you would like to search on into default column



    Quote Originally Posted by jbrasher@integrityemr.com View Post
    I am new to sugar and need a ton of help. Most pressing is my need to export every single customer/potential customer to an excel spreadsheet. I have googled it and I am not seeing the same things on my screen that the "instructions" are saying. Any help would be appreciated. Thanks -JB
    Thanks & Regards,
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    email: sugarcrm@osscube.com
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    OSSCube is SugarCRM Gold Partner and Authorized Learning Partner. OSSCube specializes in SugarCRM Customization, Development, Consulting and Training.

  4. #4
    rafael.q.g@hotmail.com's Avatar
    rafael.q.g@hotmail.com is offline Sugar Community Member
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    Default Re: New to Sugar,need help exporting data

    You also could consider to extract it using some MySQL Database adminsitor tool.
    These tools normally have the functionality to export the sqls result set to excel.
    Rafael Queiroz Gonçalves
    Advanced OMG UML Certified Professional
    Sun Certified Enterprise Architect for the Java Platform
    Sun Certified Programmer for the Java 2 Platform
    IBM Certified Advanced Application Developer - Lotus Notes and Domino
    IBM Certified Application Developer - IBM WebSphere Portlet Factory
    Computer Science Mastering / UFSC - PPGCC

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